Periscope Data Documentation

Connecting to Periscope

First Time Connecting

Connection Definitions

Common Connection Errors

Private Network SSH Tunnels



Getting Started

Keyboard Shortcuts

Charts & Dashboards

Chart Overview

Chart Options

Dashboard Overview

Refresh Mechanics

Organizing Charts

Organizing Dashboards

Table-like Charts

Table Overview

Cohort Grids

Pivot Tables

Graph-like Charts

Overview & General Settings

Chart Types and Settings

Mixing Chart Types

Map Charts

Map Chart Overview


Clusters and Bubbles

Satellite Maps


Other Charts & Customizations

Pie Charts

Image Charts

Chart Annotations

Site Administration

Adding Users

Removing Users

User Types

User Groups

Two-Factor Authentication

Managing User Permissions

Dashboard Permissions

Site Preferences

Query Management

Color Themes

Dashboard Refresh Management

Usage Data

Periscope Cache

Caching Strategies

Querying the Periscope Cache

Cross-Database Joins

CSV Upload

Materializing Views

SQL Formatters

Using SQL Formatters

Composing SQL Formatters

Dollars and Percentages

Time Zone Formatters

Date Aggregation

Date Parts

Basic Filters

Custom Filters

Date Range Filters

Aggregation Filter

Adding, Moving, and Hiding Filters

Advanced Filters

Default Filters


Parent-Child Filters

Matching Filter Values

Time Zone Conversions

Direct Replacement

User Friendly Names


SQL Views

Joining to Views

More SQL Tools

SQL Snippets

Parameterized SQL Snippets

SQL Alerts

Automatic Joins

Version History

Sharing and Embedding

Sharing Dashboards Externally

Email Reports

Easy Embedding

Embed API

Embed API Options

CSV Download

Public CSV URL

Slack API

Slack Linking Reports

Data Management

Adding and Deleting Datasource

Spaces: Data-Level Permissions

Improving Query Throughput

Revoking Table Permissions

Salesforce Datasource

Schema Browser

SSO Integrations




Google Apps

Two-Factor Authentication Overview

Periscope supports Two-Factor Authentication (2FA) via QR code. 2FA can be required for the entire organization, or turned on for a specific user. Recommended applications include Authy, Google Authenticator, or Windows Phone Authenticator.

Setting up 2FA for a Site

Admins can set up 2FA by clicking the Settings icon and navigating to the Billing & Security Option. From there, enable 2FA under Site Two-Factor Authentication.

Once an administrator of the Periscope account has enabled 2FA, existing logged in users' Periscope pages will automatically refresh. Users will then be prompted to complete 2FA setup immediately.

Setting up 2FA as a User

Users can enable 2FA for themselves even if their administrators have not required it for their site. To do so, head to the Profile option and check Enable under Two-Factor Authentication. The user will be prompted to complete 2FA for their next login.

Logging in with 2FA

To log in with 2FA, users will first be prompted to enter their email and password. After the regular login is complete, users will be prompted to enter their 2FA verification code which they can find in their selected verification app.

Resetting Two-Factor Authentication for Users

Once 2FA has been enabled for the Periscope site, resetting a user’s 2FA settings can be done by selecting the Settings icon, navigating to the Permissions option, and clicking the gear next to the desired user. From there, select Reset 2FA from the menu. At the next login, the user will be prompted to set up 2FA.